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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

473 hedge funds and large institutions have $9.56B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 223 increasing their positions, 120 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 120

39% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 46

2% more funds holding

Funds holding: 462 → 473 (+11)

2% more funds holding in top 10

Funds holding in top 10: 45 → 46 (+1)

4% more capital invested

Capital invested by funds: $9.17B → $9.56B (+$391M)

0.86% less ownership

Funds ownership: 84.08% → 83.22% (-0.86%)

Holders
473
Holders Change
+11
Holders Change %
+2.38%
% of All Funds
6.21%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
0.6%
New
64
Increased
223
Reduced
120
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$161M
2
Ameriprise
Ameriprise
Minnesota
+$36.2M
3
Cerity Partners
Cerity Partners
New York
+$30.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.1M
5
ETC
Exchange Traded Concepts
Oklahoma
+$25.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$69.5M
2
AssetMark Inc
AssetMark Inc
California
-$36.5M
3
ACM
AlphaStar Capital Management
North Carolina
-$21.4M
4
EF
Empowered Funds
Pennsylvania
-$12.7M
5
ODA
One Degree Advisors
California
-$6.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
251
Corient Private Wealth
Florida
$795K +$30.2K +1,210 +4%
WFS
252
WealthGarden F.S.
California
$793K +$18.8K +751 +2%
GS
253
GWN Securities
Florida
$765K -$1.35M -54,147 -64%
AA
254
Alesco Advisors
New York
$729K +$67.5K +2,700 +10%
BIA
255
Bell Investment Advisors
California
$724K +$6.95K +278 +1%
TSS
256
Two Sigma Securities
New York
$718K -$98.2K -3,928 -12%
VWM
257
Vermillion Wealth Management
Minnesota
$713K -$79K -3,161 -10%
EWM
258
Evermay Wealth Management
Virginia
$709K – – –
IAA
259
Independent Advisor Alliance
North Carolina
$706K -$28.7K -1,150 -4%
PAYA
260
Phil A. Younker & Associates
Alaska
$698K -$185K -7,413 -21%
JFGLC
261
Johnson Financial Group LLC (Colorado)
Colorado
$661K +$177K +7,100 +37%
HAFS
262
Hapanowicz & Associates Financial Services
Pennsylvania
$657K +$653K +26,142 New
PFBT
263
Parkside Financial Bank & Trust
Missouri
$639K -$13.9K -558 -2%
FA
264
Fagan Associates
New York
$605K -$8.87K -355 -1%
BPA
265
Beacon Pointe Advisors
California
$600K +$104K +4,160 +21%
FPAS
266
Focus Partners Advisor Solutions
Missouri
$585K +$271K +10,844 +87%
MWM
267
MBE Wealth Management
Wisconsin
$579K -$13.5K -539 -2%
QP
268
Quartz Partners
New York
$575K +$29K +1,162 +5%
Susquehanna International Group
269
Susquehanna International Group
Pennsylvania
$575K -$133K -5,331 -19%
SA
270
Sanctuary Advisors
Indiana
$570K +$68K +2,723 +14%
HCP
271
Hexagon Capital Partners
Arkansas
$569K +$17.6K +704 +3%
HF
272
HRT Financial
New York
$558K +$556K +22,244 New
SPC
273
Sigma Planning Corp
Michigan
$558K -$48.3K -1,932 -8%
Empower Advisory Group
274
Empower Advisory Group
Colorado
$551K +$6.07K +243 +1%
NHT
275
New Hampshire Trust
New Hampshire
$549K +$159K +6,370 +41%
9 10
11
12 13

SCHR Hedge Fund Activity: Q3 2025 in Review

473 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q3 2025, worth a combined $9.56B — up 4.3% from $9.17B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SCHR positions and 46 closed out — a net gain of 18 holders — while 223 added to existing stakes and 120 trimmed.

The largest buyer was Charles Schwab, adding an estimated $161M. The largest seller was Royal Bank of Canada, cutting an estimated $69.5M.

  • 473 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q3 2025, up from 462 in Q2 2025.
  • Funds reported $9.56B of Schwab Intermediately-Term US Treasury ETF stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 64 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q3 2025 and 46 closed out, a net change of +18 holders.
  • The largest Schwab Intermediately-Term US Treasury ETF buyer in Q3 2025 was Charles Schwab, an estimated $161M added.
  • The largest Schwab Intermediately-Term US Treasury ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2025.